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Novartis

1,011 hedge funds and large institutions have $20.7B invested in Novartis in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 373 increasing their positions, 377 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
23.2%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
76
Increased
373
Reduced
377
Closed
62
Calls
$86M
Puts
$45.7M
Net Calls
+$40.3M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HT
926
Heritage Trust
Oklahoma
$36K +$20.2K +279 +128%
PK
927
Pflug Koory
Nebraska
$35K
SIM
928
Sonora Investment Management
Arizona
$34.7K +$30.9K +427 +821%
BWA
929
Burt Wealth Advisors
Maryland
$34K
LYV
930
Live Your Vision
Pennsylvania
$34K
MFBTD
931
MB Financial Bank - Trust Department
Illinois
$33K
GI
932
Gradient Investments
Minnesota
$32K -$19.9K -277 -38%
FCFS
933
First Command Financial Services
Texas
$32K
RAM
934
Riggs Asset Management
Pennsylvania
$32K
AS
935
Altshuler Shaham
Israel
$32K +$2.26K +111 +8%
FCB
936
First Command Bank
Texas
$31.5K
GRP
937
Global Retirement Partners
California
$31K +$19.1K +266 +160%
CAW
938
Cornerstone Advisors (Washington)
Washington
$27K +$4.56K +62 +20%
LWA
939
Lenox Wealth Advisors
New York
$26K +$9.22K +127 +55%
NCM
940
Nelson Capital Management
California
$24K
IBOK
941
Independence Bank of Kentucky
Kentucky
$24K
KPCM
942
Kings Point Capital Management
New York
$22K
KIG
943
Kessler Investment Group
Indiana
$22K
OSAM
944
O'Shaughnessy Asset Management
Connecticut
$22K +$22K +304 New
Nisa Investment Advisors
945
Nisa Investment Advisors
Missouri
$21K
TCM
946
Tradewinds Capital Management
Washington
$21K
ME
947
McIlrath & Eck
Washington
$21K
PCFFS
948
Pacific Center for Financial Services
California
$20K
AF
949
Allworth Financial
California
$19K
ADL
950
Asset Dedication LLC
California
$18K +$16.6K +234 +1,170%